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15 important things you should know about American Century Investments TWSIX mutual fund

Updated: September 18, 2020
43
Bull Case
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

Before we start: if you’re looking for TWSIX “stock” price, you can quickly find it out by visiting Finny and typing "TWSIX quote". If you’re looking for a quick scoop on TWSIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "TWSIX". You’ll get all this info in one place.

Are you looking to buy or sell TWSIX? Or perhaps you’re looking for TWSIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this TWSIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: TWSIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: TWSIX buy or sell; the pros and cons of investing in TWSIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to TWSIX.

And here is the list of questions we’ll answer:

  1. Describe American Century Mutual Funds, Inc: Select Fund; Institutional Class Shares (TWSIX).
  2. What are TWSIX holdings?
  3. What is TWSIX performance? What are TWSIX historical returns?
  4. How many up and down years did TWSIX have historically?
  5. What is TWSIX dividend yield?
  6. What is TWSIX minimum initial investment amount?
  7. What is TWSIX expense ratio?
  8. Does TWSIX have any sales loads or 12b-1 distribution expenses?
  9. What is TWSIX tax efficiency (tax-cost ratio)?
  10. What is TWSIX beta? How would you assess TWSIX risk?
  11. What is TWSIX Sharpe ratio?
  12. What is TWSIX Finny Score? TWSIX buy or sell?
  13. What are the pros of investing in TWSIX? What are TWSIX buy reasons?
  14. What are the cons of investing in TWSIX? What are TWSIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Mutual Funds, Inc: Select Fund; Institutional Class Shares (TWSIX).

The Fund seeks long-term capital growth by investing primarily in companies whose earnings and revenues are growing at an accelerated pace. It is the view of Fund Management, that those firms successful enough to pay dividends are those who have the potential of increasing in value over the long-term.

2. What are TWSIX top holdings?

TWSIX has 53 stock holdings and 0 bond holdings.

The top 10 holdings represent 50.80% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 9.84%
Amazon.com Inc AMZN 7.04%
Microsoft Corp MSFT 6.33%
Mastercard Inc A MA 5.54%
Alphabet Inc Class C GOOG 5.10%
UnitedHealth Group Inc UNH 4.22%
Facebook Inc A FB 3.67%
Alphabet Inc A GOOGL 3.58%
PayPal Holdings Inc PYPL 3.01%
Visa Inc Class A V 2.47%

3. What is TWSIX performance? What are TWSIX historical returns?

TWSIX has generated the following returns:

  • 1-month return is 4.21%;
  • 3-month return is 15.61%;
  • 1-year return is 35.80%;
  • 3-year return is 20.13%;
  • 5-year return is 18.80%;
  • 10-year return is 16.88%;
  • 15-year return is 10.77%.

4. How many up and down years did TWSIX have historically?

In the last 10 years, TWSIX had 9 up years and 1 down year. See Performances

5. What is TWSIX dividend yield?

TWSIX yield is 0%.

6. What is TWSIX minimum initial investment amount?

TWSIX minimum initial investment amount is N/A.

7. What is TWSIX expense ratio?

TWSIX expense ratio is 0.77%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does TWSIX have any sales loads or 12b-1 distribution expenses?

TWSIX 12b-1 distribution fee is 0. TWSIX front-end sales load is 0. TWSIX back-end sales load is 0.

9. What is TWSIX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.22%;
  • 3-year ax cost ratio is 1.57%.

See Taxes

10. What is TWSIX beta? How would you assess TWSIX risk?

  • 3-year beta is 1.01;
  • 5-year beta is 1.02;
  • 10-year beta is 1.04;
  • 15-year beta is 1.01.

See Risks

11. What is TWSIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.93;
  • 5-year Sharpe ratio is 0.89;
  • 10-year Sharpe ratio is 1.09;
  • 15-year Sharpe ratio is 0.66.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 43. Our quantitative analysis shows 3 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 43.

13. What are the pros of investing in TWSIX? What are TWSIX buy reasons?

The following are TWSIX strengths from our perspective:

  • <strong>TWSIX 5-year return</strong> is 18.8%, which is in line with the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 20.16%.
  • <strong>TWSIX 10-year return</strong> is 16.88%, which is in line with the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 17.91%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in TWSIX? What are TWSIX negatives?

The following are TWSIX weaknesses from our perspective:

  • <strong>TWSIX net assets</strong> are $112.60 million. This fund is not a popular choice with retail investors.
  • <strong>TWSIX 3-year return</strong> is 20.13%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.47%.
  • <strong>TWSIX 15-year return</strong> is 10.77%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 12.08%.
  • <strong>TWSIX expense ratio</strong> is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TWSIX review, we covered TWSIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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